AI tiers and taking profits in tech with Joe Albano, Tech Cache

Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).Subscribe to Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The BeneficiariesAMD And Nvidia: Engagements Vs. InvoicesMicron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions